Cat Powered ⚡🐈

@orm0nde @AlekYerbury @Luke_Jahn_ @AvrilF88tRapist I matched you.

@AlekYerbury @Luke_Jahn_ @AvrilF88tRapist I will donate £100.00 to Restore Britain every time you reply to me starting from now

The only way for nationalism to succeed is if Restore fails by the way. Traditionally left wing governments and peoples have been less harsh on nationalists that capitalist governments and peoples have. If we elect a capitalist Thatcherite to power, the chances of ever seeing a nationalist government are extremely slim. Capitalism is the enemy of nationalism. I keep being told how we don’t have much time left, and how this is a stepping stone. If you truly believed we didn’t have much time, you’d join the most radical option available that would fix the issues, instead of possibly just delaying them. If you truly believe Restore is a stepping stone, then you have zero knowledge of history.

They have to protect their alpha. Garden leave exists for a reason. Milan doesn't matter; they would move everything to America, Singapore, etc. One guy can leak tens of millions of dollars of alpha if you abolish garden leave. It would be 100% destruction and not 20% differences in tax rates.

This is not true - London is the best city in the world and filled with incredible talent. If the quant funds and their employees have stayed already with the tax dislocation (pay more taxes here than if you move to beautiful Milan) this will not be the change that will tip them over. If anything it will make it more attractive for the best people to be here in a more competitive labor market

OpenAI / Anthropic scaling up in London is wonderful for the UK. But we should make notice periods and non-competes above 60 days invalid and illegal. This will increase competitiveness for UK-based talent, increase pay & taxes and give UK startups better access to talent.

@elonmusk Please could you give Restore Britain free access to the X API for electioneering/data analytics purposes?

True

@C_Angermayer @ravihanda Gentle suggestion (I hold some $ENHA, so I have some skin in the game), but the "how to watch" page needs a lot of work. It should have a live countdown. It should list more than just US timezones. It should have links to Youtube/Twitch/etc.

@ravihanda Live on Rumble, YouTube, Roku

I want to watch this. Anyone knows how?

@Landeur You have to let people convert to your side, otherwise you'll lose to a group that doesn't prohibit that.

I don’t really give a shit what Carl Benjamin tweeted 10 years ago because I entirely believe his conversion and he has done a lot for this space. Keep sharing 2014 tweets like it’s a gotcha all you like though.

@frankwrighter @RestoreBritain_ Are you considering standing as a candidate somewhere?

I went up to Makerfield to canvass for @RestoreBritain_ - and explained why Restore is the only party which will save the nation:

@ZiaYusufUK We’re going to deport you.

🚨Important policy announcement:

@camliekr Would you consider a dog born in a stable to be a horse?

“would you consider a white person chinese if they were born and raised in china” literally yes. what is this argument

An Anglish revival is cosmically predestined.

👇🏻 @elonmusk

@KaiStephensYT The squirrel!

I've lost some of my badges :(

@WorldByWolf > As usual they’re misleading their supporters to raise cash. How do you think betting businesses work? They don't pay the subjects of the bets.

Restore are grifting their supporters with stuff like this. The betting markets are tightening because Restore have managed to convince their cult they have a chance so people are placing bets they will certainly lose. As usual they’re misleading their supporters to raise cash.

@RokoMijic I'm not even sure it's residents saying they care about a candidate not being local. As a candidate, "not local" is a super easy jab at your opponent. So it enters the discourse that way.

Having seen the Restore Britain candidate in the Makerfield by-election, I have somewhat downgraded my assessment of how well things will go. I think that fielding these "real local people" types is a mistake. Don't listen to what people say they want, voters/consumers are liars and will say they want one thing and then buy a totally different thing. Restore will not win with a bunch of local yokels. They need a slick, efficient political operation with media training and focus groups and data scientists and all the standard political campaigning stuff that has been proven to work. Restore has a very popular message. Selling remigration in Britain in 2026 is like selling iced water in the middle of the Sahara Desert. But that's no excuse for deviating from optimal political and marketing techniques. No offence to the candidate, she seems like an amazing person, but she doesn't have a the slick vibe of a politician and that is probably going to be very bad

@NationalReilly Wait I thought this was an AI parody at first hahaha

Lmao, imagine spending all that money to get to London only to be presented with this. Pure slop.

tfw no bf

A White male was hunted down and stabbed by a foreigner, but the police handcuffed him and left him to bleed out and die because the Indian cried "racism".

@convequity What’s the MG4AI architecture? It’s never been clear to me how they actually scale to 100MW+ deployments.

$CGEH: The Rare Asymmetric Microturbine Bet That Could See Revenue Explode in AI’s 2026–28 Power Bottleneck As I work through the AI value chain looking for genuine bottleneck solvers, CGEH stands out as an extremely rare asymmetric opportunity — one where revenue could genuinely explode in the extra-bullish scenarios. I’ve tested it against the key variables — lead times, costs, TAMs, capacity, and second-order dynamics — and built four scenarios. Even the most bearish one implies meaningful upside from today’s levels. Here’s the breakdown. Bullish: Near-term lead-time arbitrage + BTM dominance Natural gas + behind-the-meter generation is the only solution delivering GW-scale power to hyperscalers now. Large turbine lead times ( $GEV, Siemens Energy) are 4–7 years with blade supply the core chokepoint and backlogs stretching into 2029–2030. CGEH microturbines (65 kW–1 MW units, stackable to 30 MW+ arrays) deploy in weeks to months. TAM math: Incremental AI/data-center load ramps from roughly 15 GW in 2026 to approximately 25 GW in 2028 in the US. BTM/on-site share climbs to 30–40% due to grid interconnection delays. Natural gas fills around 70% of that gap short-term → cumulative addressable NG BTM market of 5–10 GW over 2026–2028, with approximately 3 GW deployable in 2028 alone (peak year in a back-loaded ramp). At roughly $3.3 M/MW installed capex (packaged with chillers/BESS), that’s an approximately $10B annual opportunity in 2028. Microturbines take around 20% of the modular/BTM slice thanks to faster permitting, oil-free air bearings, lower O&M, and fuel flexibility. CGEH, as the clear category leader, captures around 45% → approximately $900M annual revenue potential in 2028 — vs roughly $100M today. Crucially, CGEH can deliver this. Current manufacturing capacity is around 350 MW/year on a single shift, scaling to roughly 700 MW on two shifts — with management indicating 1 GW/year is achievable with additional shifts and supply-chain optimizations. At the AI/data-center package pricing of roughly $3.3M/MW, single-shift capacity alone supports approximately $1.15B in annual equipment revenue. The $900M bull case doesn’t even require a second shift. A recent factory relayout plus a portion of the $112.5M strategic capital raise is earmarked specifically for capacity expansion, so the runway to two-shift (roughly $2.3B ceiling) is already being built. Super Bullish: MG4AI hybrid microgrid moat The real unlock is AI-optimized microgrids blending gas, solar, batteries — and soon SMRs — into flexible behind-the-meter “AI Power Blocks.” CGEH’s expanded MOU with Microgrids 4 AI (800 VDC integration) creates turnkey systems: microturbine + liquid cooling + compute, scaling from sub-20 MW edge sites to 1 GW+ campuses. Hyperscalers get grid-independent power in months, not years. Microgrids expand the total BTM addressable market by roughly 25% by optimizing sources and slashing curtailment/overbuild. Renewables still need 3–4x overbuild for firm power; CGEH + MG4AI solves baseload + peaking today. By 2028 this hybrid stack becomes the default for hyperscalers and enterprise/factory AI. CGEH’s share in the modular microgrid niche hits around 35% → approximately $1.2B annual revenue opportunity in 2028 plus recurring service/EaaS margins. Speed + modularity + lower capex vs $BE (roughly $3.3 M/MW vs $6–7 M/MW unsubsidized) is a killer combo while nuclear sits in the waiting room until 2030–33. The $1.2B figure sits comfortably within two-shift capacity (700 MW x $3.3M = roughly $2.3B ceiling). CGEH is not demand-constrained or supply-constrained in this scenario — a rare combination for a sub-$1B revenue company riding a structural tailwind. (Note: historical revenue per MW averaged $1.5–2.0M due to a broader product mix; the shift toward fully engineered AI/BTM packages at $3.2–3.5M/MW is what drives the step-change in revenue density.) Base case: Scale & unit economics reality check CGEH solves the speed problem brilliantly, but hyperscalers are building true gigawatt campuses. Bundling hundreds of 1 MW units adds complexity in controls, maintenance, and footprint. Large combined-cycle turbines still win on pure LCOE for steady baseload once delivered. CGEH microturbines (roughly 33% electrical efficiency) burn approximately 2x more gas per MWh than large turbines (roughly 60%). LCOE is only competitive in high-gas-price markets or with CHP (overall approximately 85% efficiency) where recovered heat offsets the extra fuel. TAM view: BTM NG share caps at around 22% of incremental load (most shifts back to utility-scale gas or grid once interconnection catches up). Microturbines take only 10% of that slice. CGEH share around 35% → approximately $250M annual revenue in 2028. That’s still a solid 2.5x from today’s ~$100M run-rate — realistic and achievable with current capacity and the ongoing BTM tailwind, even if not explosive. Bearish: Competition & macro shift risk By 2028–29 the window narrows. Renewables + batteries scale fast (IEA sees them meeting roughly 50% of new data-center demand globally by 2030). Nuclear SMRs ($OKLO Aurora etc.) start coming online 2030–33 with hyperscaler pre-pays already locked. $BE has stronger brand, higher efficiency, and a bigger balance sheet for GW-scale deals. CGEH stays niche — great for sub-50 MW or hybrid microgrids but not primary fuel for giga-campuses. TAM view: BTM NG peaks earlier and shrinks. Realistic microturbine slice around 7%. CGEH share erodes to roughly 25% → approximately $150M annual revenue in 2028. Execution risk is real (small base, OTC listing). But even here, that’s roughly 1.5x today’s run-rate — which is why this setup is asymmetric across all four scenarios. Conclusion Somewhere between the base case and the bullish case wins for me. The $250M base case already delivers attractive 2.5x growth with very achievable execution, while the $900M+ bullish case becomes realistic if the MG4AI microgrid flywheel hits — which is exactly where the early signals point. CGEH is an extremely rare opportunity: genuine lead-time arbitrage, proven manufacturing capacity already in place, and a structural tailwind that could make revenue explode in the extra-bullish scenarios. Sequencing hasn’t changed — nothing else deploys at speed. The microturbines + MG4AI architecture directly addresses the “how do you scale 1 MW units to GW?” objection with genuine structural edge. Risks (scale complexity, post-2028 renewables shift, execution) are real but later risks. For the next 24–36 months the lead-time arbitrage and microgrid tailwind are overwhelming. Not investment advice. Do your own due diligence. #Microgrids #DataCenterPower

@BillyJamesonOM @NationalReilly Criminals harm both the collective and the individual, but the left loves them. Dysgenics also harms both the collective and the individual, but leftists love it. And it's obviously true that capitalism is good for everyone. Any love for the collective is superficial.

@cat_powered @NationalReilly None of this is true it’s just a straw man you’ve constructed from nothing. Just like when you said the teleology of the left was “the destruction of civilisation”.

What does being right wing even mean anymore?